339 results found
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Purchases - Line numbers on Purchase orders and Bills
Line numbers on Purchase orders and Bills. This is standard industry practice when ordering oversea as they all speck by a line number when referring to a Purchase order. hard to do when there isn't one. I have invented a work around but I shouldn't have to, it should be a standard option as it is a standard thing that the rest of the world uses
14 votes -
Billable Expenses - Show Bills that have and haven't been assigned as billable expenses
To have a list that shows bills that have and haven’t been assigned to billable expenses.
Purpose: Users can easily identify which bills that have and haven’t been assigned to billable expenses.
170 votesHi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
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User Roles - Allow Invoice Only +Draft users to edit auto-created bills
Our users email received invoices to Xero and then go into the Drafts Folder to check/process the bill - but if we make their Role 'Draft Invoice Only', they can't see the draft orders that the system created from the emails.
This means that the users can't use the auto Bill creation process and have to enter them manually.
4 votes -
Inventory - Option to automatically update Purchase Price from bills
Ability to have an option to automatically update purchase price on the item when users buy the same new items.
Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.
189 votesThanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
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Bills List - Add a Description column
How do I adda column showing the "Description" to the columns of Bills...??
6 votesHi all, while we don't have any plans for adding description as a column to the bills list you may find it a bit easier to view the bill details now using the quick view option.
From the list view you'll see an eye icon that allows you view all details of the bill without having to navigate away from the list screen.
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Subscription Invoices - attach as pdf
We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
Many businesses have a 'do not click links' policy.
Please attach the pdf invoice to the original email to save all your users those extra clicks.97 votes -
Bills - Add total bill and total GST column amount
bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.
6 votesThanks for the engagement on this idea, team. You may have noticed over the past year we have made some updates to the Bills list screen that allows you to choose which columns to view, as well as introducing quick view which should make it a bit easier to see the tax and amounts you're after without needing to navigate away from the list.
Just to confirm while you can add Total, as column there is no tax amount column right now, and this isn't something we have planned atm however we'll continue to watch the appetite here.
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Bills - Add Planned Date from "All" Tab Bills View
Ability to add a planned payment date to a bill from the "All" tab in. It is very frustrating that if you are in the all tab in the bills to pay section and you want to add a planned date to a bill, you then have to navigate to the awaiting payment tab and then search again for the bills you want to add a planned date to.
Further, there is actually no need for an awaiting payment tab. We should be able to filter on the All tab for the view of bills we want to see.
3 votes -
Bills - Option to email customers to confirm supplier bill is accepted
Upon capturing a supplier bill in Xero, is it possible to have Email option to send an acknowledgement to the supplier for accepting the bill? Email option is there in Invoice, same way can we have the feature enabled in Bills as well?
4 votes -
Xero: Support for SAF-T and SIE files
SIE files and SAF-T files are international standards for electronic exchange of accounting data and should, as soon as possible, be included in Xero as a digital application.
More information about SAF-T (Standard Audit File - Tax Financial):
https://en.wikipedia.org/wiki/SAF-TMore information about SIE
https://en.wikipedia.org/wiki/SIE_(file_format)(I though this features had been lifted before - but didn't get any hit when I searched)
45 votes -
Bills & Invoices - Change Bills to Supplier Invoices and Invoices to Sales Invoices
I have been following a number of ideas, and it is apparent that some confusion often occurs when using the terminology 'Bills' and 'Invoices'.
Could we have the option within Xero for bills to be referred to as 'Supplier Invoices' or 'Purchase Invoices', and invoices referred to as 'Customer Invoices' or 'Sales Invoices' to avoid this confusion, as they are in every other accounts package I have used?
7 votes -
Bills | Export summary
Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.
11 votesHi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
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Email to bills - Auto exclude 'extra' attachments like social tiles & email signature
Bills - Ability to remove extra attachments exported from emails.
when forward invoices and delivery docs to Xero, the email signature (which includes the company logo) is also captured and exported to Xero Bill as a separate attachment.
While this doe does not impact payments, it's still frustrating. There should be a way to prevent logos or email template elements from being exported.15 votes -
Invoices - Feature for recording and assigning unbilled charges
Ability to create a record work done for a customer/client as a unbilled/delayed charge that has a pop up notification when an invoice is been created for a customer/client. Xero has a record of billable expenses but amounts on invoices are not always linked to a billable expense or time record.
This will avoid multiple invoices been issued to customers/clients and eliminates the possibility of "forgetting" to bill a customer/client for work done.
Quickbooks Online has this feature which is extremely useful.
4 votes -
Bills - Remove the 'Skip' or 'Allocate Credit' prompts
Remove the 'Skip' or 'Allocate Credit' pop up box when entering invoices.
When entering a number of invoices, if the customer who you are entering an invoice for has a credit on their account, a box appears asking to 'allocate the credit' or 'skip.' By clicking either it takes you back to the enter invoice screen without the option of adding another invoice. This makes it quite time consuming when entering a number of invoices.Is there a way from stopping the 'allocate credit' or 'skip' boxes appearing?
5 votes -
Bills - Information from GST report added automatically to bills
When generating an Activity Statement for the GST wouldn't it be great if the information is automatically added to the Bills you need to pay?
This way a person won't forget to pay their GST payment and can even easily include a default date that it has to be paid by
7 votes -
Create supplier prepayment from bill
Suggest being able to turn a bill to pay directly into a prepayment or better yet a part prepayment.
The Bills to Pay function doesn't work well (at all?) for prepayments - if a draft bill is received there is no workflow to set it as a prepayment recognised by Xero (although you can set the account to debit as a prepayment). Suggest adding "Record as prepayment" to the bill options drop down.
Even better would be the functionality to record the bill as a part prepayment, many of our bills are for annual service delivery, therefore the bill will…
13 votesHi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill.
In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.
Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment.
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Credit Notes - Ability to add a Due Date
Is it possible to put a due date in the Credit Note so that it will show up when we filter the due dates in the Bills to Pay- Awaiting Payment section?
25 votes -
Bills to Pay UI - Visual Hierarchy
Bills to Pay UI - Visual Hierarchy
the new update of the 'bills to pay' screen is great and has some very useful new QOL features but i think the current layout is quite difficult to read and should contain a similar visual hierarchy that the old style had.
i have found myself focusing intently and trying to figure out where i am up to which could easily be fixed by a graphic designer adjusting fonts, weighting and alignment.
9 votesHi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
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Bills - Option to show lines as Tax Inclusive
When entering bills as "Tax Inclusive" line items, Xero automatically changes it to "Tax exclusive" line items.
When trying to edit the bill to show tax inclusive line items, it again auto reverts to tax exclusive per line item.
I am requesting Xero to allow for having a choice between Tax Inclusive Bill line items, as well as Tax Exclusive. Why? This is because it is easier to reconcile due to the payment being tax inclusive.59 votes
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